Filed April 29, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,613 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,453 | $43,999+21.5% | $79,464-32.7% | $55,725-4.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.3%+26.7pp | 70.9%+29.1pp |
| Annual return | -3.47% | 1.81%-5.3pp | 718.14%-721.6pp | 244.93%-248.4pp |
| Employer contribution / active EE | $2,552 | $1,830+39.5% | $2,800-8.9% | $2,078+22.8% |
| Participant deferral / active EE | $4,820 | $2,538+89.9% | $3,704+30.1% | $3,356+43.6% |
| Admin fee / account holder | $12 | $118-89.5% | $5,113-99.8% | $115-89.3% |